See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,564 | $169,161-92.0% | $129,295-89.5% | $145,959-90.7% |
| Participation rate | 10.0% | 76.5%-66.5pp | 69.6%-59.6pp | 80.3%-70.3pp |
| Annual return | 7.16% | 14348.07%-14340.9pp | 9429.28%-9422.1pp | 561.95%-554.8pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $663 | $4,989-86.7% | $4,169-84.1% | $6,689-90.1% |
| Admin fee / account holder | $162,313 | $9,878+1543.2% | $7,665+2017.5% | $13,398+1111.5% |